Breakout Session 1: Anatomy of a Fiduciary Income Tax Return for Trust Officers, Lawyers, and Wealth Management Professionals
Elizabeth S. Sevilla will detail the preparation of fiduciary income tax returns, covering income, deductions, DNI, and capital gain treatment, with practical guidance for trust officers, lawyers, and wealth professionals, plus a real-world case study.
1:20 PM - 2:10 PMWed
Octavius 9-10